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Wall Street Tests the AI Boom: What the Industry's Balances Reveal After the Democratic Victory
The new political configuration in the United States and the outlook for high rates reignite doubts about the profitability of technology investments. The results from five key companies allow for an assessment of the robustness of their business models and the detection of opportunities and risks i...
How These 6 Natural Gas Stocks Make Money
Where a company operates along the natural gas value chain impacts how it makes money from the fuel.
Perpetuals on Stocks: SEC Comes to CFTC's Aid Against Cboe and Citadel
The SEC files a brief in support of the CFTC against Cboe and Citadel, who seek to annul the perpetuals on stocks from Kalshi, Coinbase, and Kraken.
These Bitcoin miners have halved their hashrate, while their AI revenues have doubled
Britain to spend £4 billion on grid bottlenecks. Can Bitcoin use the wasted wind?
Bitcoin mining could use curtailed Scottish wind, but Britain’s £4 billion grid forecast is not a mining savings estimate. Location and gas costs matter.
Is Credo Technology a Better AI Networking Buy Than Broadcom?
Does Broadcom's massive scale make it the ultimate artificial intelligence stock? Credo Technology's triple-digit growth rate might offer a more lucrative alternative for risk-tolerant investors.
Bitcoin: Should We Fear the Worst or Bet on Hopes for a Rebound?
The Fed could rescue bond markets and still make life harder for Bitcoin
The Fed could support bond markets without cutting rates. Lorie Logan’s proposals show why a rescue would not automatically bring Bitcoin relief.
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